Shreveport Electrical Industry Profit Sharing Plan
Sponsored by Shreveport Electrical Industry Profit Sharing Plan · EIN 721114759 · Plan #001
- Total assets
- $95.2M
- Net assets
- $94.9M
- Active participants
- 541
- With balances
- 916
Plan year beginning 04/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Chevy Chase Trust Company CRD 110742 | deterministic · 100% | 2024 |
| Orleans Capital Management Corp CRD 111359 | deterministic · 100% | 2024 |
| Investment Performance Services Llc CRD 105527 | deterministic · 100% | 2024 |
| National Investment Services Of America, Llc CRD 307169 | fuzzy_auto · 96% | 2024 |
| Washington Capital Management Inc CRD 105253 | deterministic · 100% | 2024 |
| Eagle Asset Management Inc CRD 110653 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Investment Performance Services Llc | Investment advisory (plan) | $65,000 |
| Southern Benefit Administrators | Plan administrator, Consulting (general) | $56,760 |
| Washington Capital Management, Inc. | Custodial (securities), Investment management | $46,413 |
| Chevy Chase Trust | Custodial (securities), Investment management | $31,382 |
| Orleans Capital Management | Investment management | $29,953 |
| Comerica Bank & Trust, N.A. | Custodial (securities), Investment management | $26,979 |
| National Investment Services, Llc | Custodial (securities), Investment management | $25,704 |
| Hancock Whitney Bank | Custodial (securities), Investment management | $22,066 |
| Daniels, Irwin & Aylor Cpas | Accounting | $17,425 |
| Robein, Urann, Spencer & Picard | Legal | $10,404 |
| Eagle Asset Management | Custodial (securities), Investment management | $8,857 |